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TSM. MU, AMAT, AAPL About to Make the Future/History

Both Micron and TSM held conference calls yesterday that made announcements that are going to be world changing in ways most can't even imagine or contemplate. They are worth listening very carefully to.

These four companies are about to change human history in ways we most can't even imagine. Apple providing the platform, TSM the processors, packaging and mems, Micron the memory and AMAT the tools to make it all happen. Combining advanced processors with advanced memory and the cloud is going to make AI/ML a hand held tool that is affordable and available on a wide spread scale and Apple will be first with a robust, secure and trusted network. Add sophisticated mems that are now shrinking to smaller nodes lowering costs and vastly increasing their potential to this equation and the entire world is going to change and change fast. This will enable robotics and automation to be implemented at a rate considered unimaginable just five years ago. Companies like Vishay among many will fill in the gaps with lower tech hardware of the high quality that is required to fill in the gaps. AI/ML/Robotics/Automation of all types have just started to take hold and new processors, memory, mems, the cloud, will bring forward other technologies like 3d printing in its many variations that will enable us to speed up prototyping and product development at a rate considered unimaginable just a few years ago. Advanced packaging will combine these technologies that become ever more sophisticated at ever lower costs. All this is going to happen in the next three years and the only thing that will slow it down is special interests and corruption enabled by entrenched interests that buy and pay for protective regulations by governments. Hopefully these technologies provide the transparency and lower the cost of education//training dramatically so we have the knowledge and skills to implement a future that benefits everyone and not just the protected few that benefit now at a horrible cost to everyone else. All these companies will play a key part in this. In the interest of full disclosure and transparency, I have invested in all but Apple and even that indirectly through the others.

Just imagine how much construction, education and medical could be improved and cost lowered with just current technologies, let alone what's coming. Entrenched, special interests aided by the government are our biggest barriers to a better future.

One open question still to be answered is are we going to see some version or derivative of automata that these technologies may make possible?

Anyone who discounts the coming power of widely distributed AI/ML that is inexpensive compared to what we have had in the past, linked in the cloud to an almost infinite database in and on everything growing at a logarithmic rate thanks to expanding IOT and put on a vast variety of platforms will change almost everything in the world as we know it has grossly underestimated the coming disruption of literally EVERYTHING. Never in the history of man has the such a power been unleashed on a world wide scale. This will change world wide politics, finance, social structures, education and everything else and it's going to happen at an unprecedented speed unmatched by any other changes in history. With vast breadth and depth driven by almost instantaneous communications and ability to morph at the same speed, no one knows what will happen. I feel this has the power to totally disrupt any business, social or political cycles as they have in the past and we are truly entering a new frontier in which all the ground rules of the past are going to be rendered totally irrelevant and nonapplicable. Any thoughts or observations on this solicited, wanted and welcomed. Of any community to pose these questions to, I can think on none better than the SemiWiki community.

5G will also be a large factor in supporting this new ecosystem and all these technologies will come on at about the same time and feed off of each other creating ever more and radically different ecosystems of many, many colors and stripes.

It is 3dXpoint with Micron and TSMC at 5nm combined with their advances in packaging. This process will not be completed in three years, but get fully started in three years. When the cost of sophisticated memory and processors come down and are integrated into everything, the changes will come that most can't even imagine. Managing all this will also take wisdom for the power will be accelerating in size at a rate that seems out of a science fiction novel. Every social, governmental, financial and other structures will change at an ever accelerating rate I call the "Great Acceleration" which is already occuring and just starting to get noticed. This will require totally different thinking than we have now and already forces and organizations are abusing it to protect an outdated past to the detriment of everyone else.

Addition, Also I feel Micron may be holding the Automata computational/memory structure combination up their sleeve. This is my personal speculation based on more than a few observations.